TSE:L

Loblaw Companies Ltd (L.TO)

63.16
+0.36 (0.57%)
as of Jun 4, 2026, 6:50:34 pm Market Open.
321 watching
0
Investor Insights
star iconJun 4, 2026, 12:00 am

This summary was created by AI, based on 15 opinions in the last 12 months.

Loblaw Companies Ltd is viewed as a solid defensive investment, particularly due to its position as the largest grocery and pharmacy retailer in Canada. The company has been focusing on its private label offerings, which have shown strong margins, and Shoppers Drug Mart, its pharmacy division, is contributing positively to growth. Despite some concerns about the competitive landscape and inflationary pressures in the grocery sector, analysts note the company's ability to maintain profitability and generate significant free cash flow. Some experts suggest that while the stock has performed well recently, it is currently trading at a high valuation, which may prompt caution for potential investors. Overall, Loblaw is seen as a reliable choice in uncertain economic times, although some analysts lean towards alternative investments within the sector.

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Consensus
Positive
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Valuation
Overvalued
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MRU
BUY
One of canadas greatest growers. Will grow, level off and grow some more. The last 2 quarters have been tougher than he's seen since the 1990's. A long term stock.
DON'T BUY
Have put up big super centres to off set the competition coming in from the US. Have flat same-store sales.
TOP PICK
Right now the market is pretty expensive and he is looking for a nice defensive sector. This is a name that is very liquid and hasn't gone up that much.
WEAK BUY
Kind of close to its model price of $74.05, a 6% differential. It's about as cheap as you are going to get. Bought and sold last month.
SELL
A great company and has been a great performer. The most recent quarters has seen some margin pressures. Stronger competition.
TOP PICK
Has had a pretty flat year. A consumer defensive growth pick. Back to a multiple in the mid teens. Does a very good job of running their business.
BUY
Great company. Likes it a great deal. Has been reacting to increased competition from whoever purchases the A&P holdings as well as Wal Mart, Sam's Club and Costco.
BUY
Went through a fairly drastic cost cutting program plus opening new stores because of their fear of Wal Mart attacking them on the grocery front. As a result of that, their last quarter was not great. Same store sales were pretty strong, but profits were less than expected. Stock sold off. Can't go too far wrong holding it.
PAST TOP PICK
(A Top Pick Feb 28/05. Up 5%.) Views it as a core Canadian holding. The best thing in the food space. Tremendous execution. Going from strength to strength.
BUY
Has been one of the best growth companies in Canada for a long time. When you watch the trading pattern over 10 years, it seems to go along very quietly for awhile and then a nice move to the next level. Expects this to continue. Have handled competition very well. May stay at this level for awhile. Can't see any downside risk.
BUY ON WEAKNESS
Streamlining their distribution network and will be buying back 5% of their shares. Fully priced. If it takes a hit, that's the time to buy. Has a multiple of about 17 X earnings.
BUY
Prefers Loblaws and George Weston (WN-T) over Sobeys (SBY-T). Likes the reach they have and also likes the way they have gone head to head with Wal-Mart (WMT-N). There isn't a better managed company in the food sector.
BUY
Like them. Premier retailer in Canada. Can buy comfortably up to$75.
BUY
Terrific company, keeps growing profit. Lower profit margins.
BUY
Good stock to own.
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